Transfer Agency Senior Manager

 

·        Responsible for the setting and achievement of specific department performance targets and objectives

·        As a member of the senior management team lead, direct and manage the department

·        Exercise operational oversight within the department and make sound operational decisions

·        Contribute to the development of the organisation in terms of financial planning, business strategy, service offerings and HR policies

·        Ownership, management and development of strong client relationships

·        Handle and resolve complex or unusual operational and managerial problems that are referred from above and below

·        Ensure that procedures, policies and processes are adhered to so that a high quality service is delivered to the customer. Drive procedural changes to improve performance of the department or of related business areas

·        Continually develop expertise in all area of the business

·        Responsible for the ownership and management of vendor, audit and regulatory body relationships, as required

·        Identify and secure resources required by the department and ensure effective utilisation

·        Ensure that Transfer Agency is properly resourced both in terms of people and technology whilst complying with agreed budgetary guidelines

·        Actively support the overall organization and Transfer Agency Training Plan

·        Assist more senior colleagues and deputise in their absence

·        Utilise management information to assist in managing both clients and resources

·        Focus on development opportunities for your direct reports and ensure a focus on non-operational management within the department

·        Using corporate PPR tools, actively participate in the performance appraisal process and monitor overall timeliness of completion for the entire team with your direct reports

·        Ensure compliance with regulatory requirements and with the relevant short, medium and long-term goals, objectives and values of the organization

·        Promote risk awareness, assessment and control within the department

·        Drive the development and implementation of appropriate procedures to meet internal control and external compliance/regulatory requirements

·        Understand the risk environment within the department and manage appropriately

 

·        Provide regular feedback to managers and more senior colleagues with regard to Transfer Agency operations

·        Lead and contribute to operational, client, risk, audit and regulatory meetings as required

·        Lead and contribute to your chosen Focus Group

 

·        Create an environment that is flexible and adaptable and be a champion of change

·        Initiate and oversee tasks within a continuous improvement drive to ensure that the Department is efficient and seen as customer and quality driven

·        Provide support during the implementation of change

·        Ensure  participation in the completion and implementation of department wide projects as required and  lead local team initiatives

 

 

·        Comprehensive procedural, technical and product knowledge of the Transfer Agency business is required. This should be complemented with a strong understanding of Fund Accounting, Custody and Regulatory background to Funds Industry.

·        Comprehensive knowledge of systems, including Microsoft Office applications, is required

·        Business related degree preferable

 

 

·        Attention to detail and concern for quality

·        Excellent communication, organizational and planning skills

·        Ability to work to deadlines in a fast paced environment

·        Excellent people management and leadership skills

·        Ability to proactively work under own initiative

§         Typically candidate will have 5-8 years experience in a similar environment including at least 3-4 years in a management capacity.